Tripletree, LLC

Broker-DealerFINRA MemberEst. 1997
Total AUM
Advisory reps
77
Avg account
$0

Firm details

Headquarters
Bloomington, Minnesota
CRD number
42820
Registered since
September 15, 1997

Firm profile

FINTRX

Overview

Tripletree, LLC is organized as a limited liability company and is registered with the SEC since 1997. FINTRX classifies the firm as an investment bank and identifies ownership as a mix of a domestic entity and an individual. The firm is not listed as a capital allocator and is not flagged as an active ESG investor. Additional operational flags indicate it is not a multi-state adviser, not newly formed, not a pension consultant, and not recorded as a related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Robert Mulligan

    Robert Mulligan

    Chief Compliance OfficerCRD 1584973

  • Gabrielle Halprin

    Gabrielle Halprin

    Chief Financial OfficerCRD 5087341

  • Jennifer Blevins

    Jennifer Blevins

    Accounting CoordinatorCRD 6057862

Contacts

3 of 74
  • Kristan Droter

    Kristan Droter

    PrincipalCRD 5232567

  • Steven Tulip

    Head of Capital MarketsCRD 2540149

  • John Tom

    Senior Compliance ManagerCRD 2636365

Unlock 71 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Bloomington, MN

Hennepin

Location

Bloomington, MN

Headquartered in Bloomington, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Hennepin
Address
8200 Normandale Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth